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Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.

Micron Shares Slide 13% as AI Spending Doubts Weigh on Chip Sector
Markets Daniel Marsh

Micron Shares Slide 13% as AI Spending Doubts Weigh on Chip Sector

Micron Technology (MU) shares dropped 13.3% over the past week as investors focus on AI spending prospects, despite new automotive supply agreements.

MU GOOGL INTC QCOM
Joby Aviation Drops 6% Amid CEO Stock Sale and Sector Weakness
Markets Daniel Marsh

Joby Aviation Drops 6% Amid CEO Stock Sale and Sector Weakness

Joby Aviation shares fell 6% as CEO JoeBen Bevirt sold 596,666 shares, accounting for less than 1% of the week's market value decline. Broader sector pressure also weighed on Archer and Vertical Aerospace.

JOBY ACHR EVTL QQQ TM
TeraWulf Drops 17% as $19B Anthropic Deal Fails to Offset Financing Fears
Markets Daniel Marsh

TeraWulf Drops 17% as $19B Anthropic Deal Fails to Offset Financing Fears

TeraWulf shares fell 17.3% to $18.16, below its April offering price, despite a $19B Anthropic lease. Financing and regulatory risks overshadow the deal.

WULF IREN CRWV CORZ
QXO Falls 6.6% as Housing Weakness and Share Dilution Weigh
Markets Daniel Marsh

QXO Falls 6.6% as Housing Weakness and Share Dilution Weigh

QXO closed at $14.40 on Friday, down 6.6%, as weak housing data and a 30% increase in shares from the TopBuild acquisition weighed on the stock.

QXO BLDR FERG SPY
SanDisk Plunges 29% in Week; Forward Earnings Hurdle Remains High
Markets Daniel Marsh

SanDisk Plunges 29% in Week; Forward Earnings Hurdle Remains High

SanDisk shares fell 29% in a week, wiping out $88 billion in market cap. The stock now trades at 6.4 times forward earnings, implying a steep earnings hurdle.

SNDK WDC MU GOOGL INTC
SMCI Shares Slump 12% Below June Offer as Funding Doubts Linger
Markets Daniel Marsh

SMCI Shares Slump 12% Below June Offer as Funding Doubts Linger

Super Micro Computer (SMCI) shares closed at $24.18, down 12.1% from the June offering price, as investors question the company's funding strategy for $39 billion in advanced AI-server orders.

SMCI DELL HPE GOOGL INTC TXN
IREN Stock Plunges 18% as Uncontracted AI Revenue Gap Widens
Markets Daniel Marsh

IREN Stock Plunges 18% as Uncontracted AI Revenue Gap Widens

IREN stock dropped 18% as 41% of its AI revenue target remains without contracts, highlighting a $1.8 billion execution gap.

IREN MSFT NVDA GOOGL CRWV APLD NBIS
Buffett's $139B Share Transfer Plan Puts Focus on Abel's Role
Markets Daniel Marsh

Buffett's $139B Share Transfer Plan Puts Focus on Abel's Role

Warren Buffett's plan to transfer $139 billion in Berkshire shares by 2034 raises questions about Greg Abel's leadership and governance at Berkshire Hathaway.

BRK.B GOOGL GOOG
SpaceX Needs $1.33 Trillion Rebound to Hit $225 Target
Markets Daniel Marsh

SpaceX Needs $1.33 Trillion Rebound to Hit $225 Target

SpaceX (NASDAQ:SPCX) needs to regain $1.33 trillion in equity value to hit the $225 median target, requiring an 81.5% recovery from Friday's close of $123.99.

MSFT META
Ondas trading volume surges past share count as DZYNE acquisition impact assessed
Markets Daniel Marsh

Ondas trading volume surges past share count as DZYNE acquisition impact assessed

Ondas (ONDS) trading volume of 671.5 million shares last week surpassed its 569.8 million shares outstanding, as the market scrutinizes the DZYNE acquisition's impact on valuation.

ONDS RCAT AVAV
Lloyds Lags Peers Despite Active Buyback; Premium P/E Under Scrutiny
Markets Daniel Marsh

Lloyds Lags Peers Despite Active Buyback; Premium P/E Under Scrutiny

Lloyds Banking Group (LLOY) underperformed the FTSE 100 last week, slipping 0.6% despite a £39 million share repurchase. Its elevated P/E multiple of 14.5x versus peers sets a high bar for the upcoming strategy update.

EWU
Firm Capital Mortgage Signals Mixed Outlook Amid Market Volatility
Markets Daniel Marsh

Firm Capital Mortgage Signals Mixed Outlook Amid Market Volatility

FC:CA trading signals show long-term neutral, short-term weak outlook. AI-driven analysis suggests buy near 11.99 CAD, target 12.32 CAD, stop loss 11.93 CAD.

JPM PINS